Commit Graph
97 Commits
Author SHA1 Message Date
swaitsandClaude Opus 5.5 e59e8001c6 feat: receipt unlink and attachment withdrawal
Posted entries stay immutable (R-3), but their evidence can now change the
same way the ledger does: by appending events, never by editing or
deleting. New R-13a.

- books.unlink_receipt {attachment_id, reason} journals receipt.unlinked
  and leaves the receipt filed, unlinked. The receipt policy holds: an
  entry that requires a receipt can't lose its last one (structured
  receipt_required error), so a replacement is attach-new, then
  unlink-old. Drafts and reversals are exempt, as at posting.
- books.withdraw_attachment {attachment_id, reason} journals
  attachment.withdrawn for an unlinked receipt or a filed document: hidden
  from list_receipts (unless include_withdrawn), never linkable again. The
  blob stays in the store, hash-verified and readable.
- link_receipt now refuses an already-linked or withdrawn attachment.
  Before, re-linking silently moved a receipt off a posted entry,
  bypassing the policy; evidence now leaves an entry only through a
  recorded unlink. dispose_asset checks its receipt ids before posting
  instead of after.
- Schema v5 adds attachments.withdrawn_at/withdrawn_reason; existing
  stores migrate on open and replay rebuilds the projection.

Tests: store test (errors, reopen, rebuild, verify, journal history) and
an MCP stdio test (policy refusal, replace flow, withdraw, listings,
under-threshold unlink). Dry-run and live use on the Wanderland Labs books:
8 migrated .eml attachments swapped for their PDF renders, trial balance
unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-11 18:40:51 -07:00
swaits 3aae8cd2a6 test: init scaffold integration tests (5 green) 2026-10-12 01:07:02 +00:00
swaits e96b5672e9 feat: wanderbooks init scaffolds mise.toml + AGENT.md + books layout 2026-10-12 01:07:01 +00:00
swaits 94c874a56f feat: ledger-cli crate (wanderbooks init binary) 2026-10-12 01:06:59 +00:00
swaits 15a9b0961a Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:23 +00:00
swaits 48ef705185 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:21 +00:00
swaits 98015b6c58 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:19 +00:00
swaits 09d1537225 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:18 +00:00
swaits 0a90a72962 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:16 +00:00
swaits 22cfc37bbd Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:14 +00:00
swaits 0d91d5839f Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:13 +00:00
swaits 72f7143aa9 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:11 +00:00
swaits fe50b38616 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:09 +00:00
swaits 4969cb557e Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:07 +00:00
swaits bad75ede4d Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:05 +00:00
swaits 2dd23df7ae Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:03 +00:00
swaits 61b6e48df7 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:02 +00:00
swaits ab67dccf8e Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:32:00 +00:00
swaits 005dcbb803 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:31:58 +00:00
swaits d50b844476 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:31:56 +00:00
swaits 3d80a270ca Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:31:55 +00:00
swaits f521d7d8c6 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:31:53 +00:00
swaits 6fdd8898a9 Payroll accounting, class tracking, CPA handoff package (48 MCP tools) 2026-10-11 15:31:51 +00:00
swaits 15c177850b Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:34 +00:00
swaits 4a4d03c329 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:32 +00:00
swaits 91368eda18 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:30 +00:00
swaits 6b6e88516d Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:28 +00:00
swaits eb30becb95 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:25 +00:00
swaits 71d415d2a8 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:24 +00:00
swaits 727bdc61e6 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:22 +00:00
swaits 747f0c951e Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:20 +00:00
swaits 26f15eb867 Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:18 +00:00
swaits dc852d5f7e Period close, bank rec, AR/AP, multi-currency (41 MCP tools) 2026-10-11 08:15:16 +00:00
swaits d6de58bb41 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:29 +00:00
swaits 42088e06d5 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:24 +00:00
swaits df376d760f Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:21 +00:00
swaits a27c17c025 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:18 +00:00
swaits fa6173be84 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:11 +00:00
swaits 377756ff94 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:02:02 +00:00
swaits 90656055cc Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:51 +00:00
swaits 870a4d359b Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:44 +00:00
swaits 77a51cfd6f Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:39 +00:00
swaits 9a2705d055 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:37 +00:00
swaits 7025056125 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:32 +00:00
swaits 0e4ec80cd8 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:30 +00:00
swaits 5baaa12bf7 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:28 +00:00
swaits 6313c50b11 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:26 +00:00
swaits 9ba4917899 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:24 +00:00
swaits 78915fc3bb Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:22 +00:00
swaits 9fa4232664 Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan 2026-10-11 03:01:20 +00:00